The Breakfast Club NJ Presents: “Money Saving Strategies During a Career Transition” by Bill LaChance
Saturday November 12th, at 8:00 AM
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Presentation: “Money Saving Strategies During a Career Transition”
This presentation will cover a number of strategies to consider to help with cash flow during a career transition. The focus will be on those strategies that may not be well known or understood. Topics will include: Medical Insurance through the Affordable Care Act, strategies to take advantage of shifting marginal tax rates during a transition including impact of new tax laws, and advantages/disadvantages of 401k/403b rollovers.
About the speaker:
Bill LaChance is an independent financial advisor. Bill’s firm offers a unique flat fee program that combines financial planning, investment management, tax planning and tax preparation. Prior to launching his financial planning practice, Bill spent twenty two years in corporate finance in the retail industry and before that was a CPA with a large accounting firm. Bill has a B.S. in Accounting from Bryant University and an MBA in Finance from Indiana University. Bill is a Certified Financial Planner as well as an Enrolled Agent authorized to represent taxpayers before the IRS.
About the Meeting:
The Breakfast Club of NJ 11/12/2022
Sat, November 12th, 2022 8:00 AM – 10:00 AM (EDT)
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https://meet.goto.com/DSchuchman/tbcnj-20221112
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United States: +1 (408) 650-3123
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